The Smead Book List - Summer 2026

What is the Smead Capital Management team reading, and what ideas are shaping their view of today's markets?

In this quarterly Book List episode of A Book with Legs, Smead Capital Management CEO and Portfolio Manager Cole Smead is joined by longtime listener Steve to discuss the books that have recently captured their attention.

Cole and Steve discuss their recent reads which cover a range of topics from investor psychology, Chinese history, mathematics and intelligence, to business turnarounds and cooperation. They also share the books currently on their nightstands and discuss what they hope to learn from future reads. Along the way, the conversation touches on energy markets and the role of history in understanding today's investment landscape.

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